August 1, 2018--Kathleen Pritchard joins the Institute for Preparing Heirs as National Training Director. Meet Kathleen
May 24, 2018--Institute for Preparing Heirs announces its new hallmark 3-Hour Advisor Workshop, The Great Wealth Transfer: Preparing Families to Prosper & Thrive Across Generations. This new workshop is a part of the Institute's "New Gold Standard" campaign. Learn more
January 12, 2017--Institute for Preparing Heirs is among the leading presenters at Janney's 2017 Elite Financial Advisor Conference, sharing new opportunities and tools for financial advisors to take their practices to the next level as the Trusted Family Advisor®.
August 23, 2016--LPL Focus Conference features Institute for Preparing Heirs presenters on the topic of The Great Wealth Transfer® and new opportunities for finacial advisors.
August 21, 2016--LPL Focus Women's pre-conference features Institute for Preparing Heirs presenters on the topic of family financial leadership for affluent women.
August 6, 2016--CUSO Financial Services Annual Conference in San Diego features the Institute for Preparing Heirs' 3-hour workshop on generational wealth transfer planning for trusted advisors.
August 4, 2016--Institute for Preparing Heirs delivers expert webinar to LPL advisors on the topic, "Their Estate Plans Are Set, But Are Families Prepared?"
April 28, 2016--Forethought sponsors Institute for Preparing Heirs presentation to Morgan Stanley advisors in the Dallas/Ft Worth area on the topic of successful generational wealth transfer in affluent families.
April 12, 2016--Institute for Preparing Heirs' faculty, Chris Sherman, Diane Doolin and Heidi Hamilton, led a generational wealth transfer workshop for Investors Group, a collective of wealth advisors located throughout Canada.
March 31, 2016--Institute for Preparing Heirs announces early enrollment discount for its Annual Hallmark Advisor Workshop, June 4-5, 2016 Read press release
March 1, 2016--Diane Doolin, Institute for Preparing Heirs Founding Director, is featured in the March issue of Research Magazine article, Getting to Know Your Clients' Heirs. “The whole idea is to [develop] a relationship before the parent passes away. It's a process — a habit — that advisors need to build in,” says Diane Doolin. . . . “If you give clients a pathway to involve their children, you’ll be involved too. In my own practice, the focus involves the future success of my clients’ children too. It's not just about Mr. and Mrs. Jones.”
February 1, 2016--Institute for Preparing Heirs announced today that it is accepting pre-orders for its new book, Executors, Trustees & Beneficiaries: Honoring The Intent, The Law & Emerging Trends by Vic Preisser and Vanessa Terzian. The book, second in a series of Q&A inheritance conversation books published by the Institute, is due out in March.
January 23, 2016- Institute for Preparing Heirs was well represented among the 24 speakers at the 17th Annual Client University, hosted by The Doolin Group at Morgan Stanley in Pasdena, Ca. Speakers from the Institute included: Founding Directors Vic Preisser and Diane Doolin; faculty members Carol Scott, MD, MSEd, FACEP and William Kruse, attorney with Lagerlof, Senecal, Gosney & Kruse; and members Jason Brown, financial advisor with Morgan Stanley, and Sapna Singh, attorney with Lagerlof, Senecal, Gosney & Kruse.
November 17, 2015--Institute for Preparing Heirs launches a blog exclusively for advisors, featuring relevant topics about generational wealth transfer. View recent posts.
November 5, 2015--For the second consecutive year, the Institute for Preparing Heirs presents its advisor workshop on generational wealth transfer at Raymond James's Practice Intelligence Workshops held in Miami and Phoenix.
October 19, 2015--IMCA's Advance Wealth Management Conference features the Institute for Preparing Heirs presentation "The Estate Plan is in Place, But Are The Heirs Prepared? Ways to Ensure a Successful Generational Wealth Transfer". This packed general session focuses on 10 opportunities to help advisors identify their readiness to engage and retain generational families during The Great Wealth Transfer currently underway.
October 1, 2015--Novel ideas for preparing heirs topic of Blloomberg Businessweek article by Peter Robinson, "How the Superwealthy Plan to Make Sure Their Kids Stay Superwealthy" Read article
September 15, 2015--USC Marshall Family Business Program and Institute for Preparing Heirs will co-host a special workshop for families and professional advisors at USC, October 3rd, 9 a.m -1:30 p.m., on "The Great Wealth Transfer: The family's estate plan may be set, but is the family really prepared?" Program and registration information
July 13, 2015--Institute for Preparing Heirs members, Sybil Praski and Tom La Macchio, and founders, Vic Preisser and Diane Doolin, contribute to the article in today's Investment News, The Great Wealth Transfer is Coming, Putting Advisors at Risk, by Liz Skinner. Read article
June 16, 2015--First Republic Bank hosts client appreciation luncheon at Bel Air Hotel with special presentaton by Institute for Preparing Heirs.
May 27, 2015--More than 100 First Republic Bank Portland area cients attend a special presentation by Institute for Preparing Heirs on the topic of preparing for a successful generational wealth transfer.
May 13, 2015--First Republic Bank hosts a special event for its North San Diego County clients, featuring a family briefing from Institute for Preparing Heirs on "Your Estate Plan is Set, But is Your Family Prepared?"
May 8, 2015--On Wall Street article, Want to Keep Wealthy Heirs? 'Look Beyond the Money' offers insights from Institute for Preparing Heirs Founding Director Diane Doolin.
May 5, 2015--Merrill Lynch's California Valley Complex hosts a three-hour Institute for Preparing Heirs workshop for the firm's top wealth management advisors.
April 29, 2015--Forethought sponsors Institute for Preparing Heirs presentation to Morgan Stanley advisors in the Dallas/Ft Worth area on the topic of successful generational wealth transfer in affluent families.
April 1, 2015--Fidelity hosts Institute for Preparing Heirs workshop for 50 financial advisors on The Great Wealth Transfer: Attracting, Engaging & Retaining HNW Generational Families.
January 27, 2015--First Republic posts Institute article on Milennials Take Charge of Family Philanthropy. In it, the author notes, "Philanthropy, no matter how large or small, is a powerful tool for bringing multigenerational families closer together."
January 24, 2015--The Doolin Group at Morgan Stanley hosts its 16th Client University, a day-long client education event, in Pasadena, CA. Among the more than 20 featured speakers are the Institute's Vic Preisser and Chris Sherman who share insights into successful wealth transition and actions families can take to ensure their values transition along with their assets. In addition, the Institute's Founding Director, Diane Doolin, co-presents a briefing for women on "Assuming the Mantel of Family Financial Leadership" with Pasadena-area estate attorney Vanessa Terzian.
January 14, 2015--John Hancock sponsors IPH's Chris Sherman to speak on wealth transtion in affluent families to the Wells Fargo Insurance Group at the firm's Annual National Sales Conference.
December 1, 2014--IPH book, Family Meetings, Creating Fun, Meaningful Conversations . . . Beyond The Money, now available for purchase. Buy here.
November 5, 2014--Raymond James advisors participate in a 3-hour workshop conducted by IPH CEO Chris Sherman and held in Tampa. Advisors learn to engage entire client families in conversations about non-financial impacts of wealth transition and apply new tools to help families prepare heirs.
November 2-4, 2014--IPH holds successful advisor training, The Great Wealth Transfer: Attracting, Engaging & Retaining MultiGenerational Families, at Pepperdine University in Malibu. Faculty includes authors, researchers and thought-leaders on the topic of the impact of family dynamics on wealth transfer planning.
October 30, 2014--Chris Sherman presents at Cambridge Research Institute's Dallas conference for financial advisors. Mr Sherman presented 10 new opportunities for advisors to embrace in the era of The Great Wealth Transfer.
October 29, 2014--IPH CEO Chris Sherman leads a 3-hour workshop for Raymond James advisors to help them evolve their practices to the new level of trusted family advisors to meaningfully connect with entire client families.
October 8, 2104--Vic Preisser, Founding Director, Institute for Preparing Heirs, addresses clients of The Eshman Stern Lieberman Group at Morgan Stanley in Beverly Hills, California. Luncheon sponsors include American Funds, Columbia Management, Legg Mason and Voya.
October 8, 2014--Forethought Annuity sponsor a presentation by Chris Sherman, CEO, Institute for Preparing Heirs, for Morgan Stanley wealth advisors in Houston, Texas.
September 18, 2014--More than 60 independent financial advisors attend a presentation by Chris Sherman, CEO, Institute for Preparing Heirs, at Cambridge Research Institute's CONNECT conference.
September 10, 2014--First Republic Bank hosts a well-attended client family luncheon in San Fransisco, featuring special guest speaker, Vic Preisser, co-author of Preparing Heirs, and Founding Director of Institute for Preparing Heirs.
September 5, 2014--Several hundred financial advisors attend an Ivy Funds webcast with Vic Preisser, Founding Director, Institute for Preparing Heirs, on the topic of generation wealth transfer and the new role of the trusted family advisor.
August 7, 2014--More than 100 clients of Prosperion Financial Advisors, Greenwood Village, CO, and their family members, attend a special presentation about preparing for a successful wealth transition, beyond the money, by Vic Preisser, Founding Director of Institute for Preparing Heirs.
June 19, 2014--Chris Sherman, CEO, Institute for Preparing Heirs delivers keynote address, Preparing Heirs for Tomorrow, at the Philanthropy Advisory Council Seminar hosted by Ball State University Foundation.
June 5, 2014--Diane Doolin, IPH Founding Director, is a featured speaker at Morgan Stanley Los Angeles/Pasadena Complex Women's Symposium on "Their Estate Plan is Set, But Are Their Heirs Preparing?"
May 22, 2014--First Republic Bank client families in Santa Barbara, CA, hear presentation on Your Estate Plan Is In Place, But Is Your Family Prepared from Vic Preisser, Founding Director of Institute for Preparing Heirs.
May 6, 2014--Institute for Preparing Heirs Holds Outstanding 2-Day Advisor Training on The Great Wealth Transfer: Attracting, Engaging & Retaining MultiGenerational Families. See how advisors rated the program.
April 29, 2014--Vic Preisser, Founding Director, Institute for Preparing Heirs, addresses Western Michigan Estate Planners on how to help successful families prepare the next generation for wealth as the trusted family advisor.
April 24, 2014--Chris Sherman, CEO, Institute for Preparing Heirs, delivers keynote presentation to Cambridge Research Investment Inc. wealth advisors on becoming the trusted family advisor by building lasting relationships with generational families.
February 10, 2014--Vic Preisser, Founding Director, Institute for Preparing Heirs, briefs Morgan Stanley wealth advisors with the Bellevue, WA complex on the impacts of wealth transition in successful families and opportunites for advisors.
January 16, 2014--Vic Preisser, Founding Director, Institute for Preparing Heirs, speaks to Janney Montgomery Scott top advisors on "The Great Wealth Transfer: Their Estate Plan is Set, But Are Families Prepared?"
November 5, 2013--Institute For Preparing Heirs® Hosts Highly Successful Advisor Training On The Great Wealth Transfer: Attracting, Engaging & Retaining MultiGenerational Families at Pepperdine University, Malibu, CA
October 1, 2013--Vic Preisser Speaks to TD Ameritrade Advisors On New And Challenging Conversations On Impact Of Family Dynamics On Wealth Transfer
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The Institute for Preparing Heirs (IPH) is a service firm and does not sell any financial products and does not provide any legal, tax or investment advice.